Now Available — FirmChief Finance

Your law firm's
C-Suite Sidekicks.
So you can kick ass as CEO.

Financial clarity for solo and small-firm law firm owners — on top of the tools you already use. Know your number, know your target, know what it takes to get there.

$99/mo · Up to 5 seats · Cancel anytime

Works alongside QuickBooks, Clio, LawPay, and MyCase
No accountant or CFO required to set up
Built for flat-fee and hybrid-billing practices
Private beta tested with real law firm owners
The FirmChief Suite

Three sidekicks. One mission.
You run the firm.

FirmChief builds the C-Suite you can't yet afford to hire. Finance is available now. Operations and People are in active development and arriving in the months ahead.

Available Now
📊

FirmChief Finance

Your firm's CFO

Know your monthly target, how many contracts you need to hit it, and exactly where your revenue is coming from — without hiring a finance team to figure it out.

  • Monthly target income & NUT calculator
  • Contracts-needed dashboard
  • Consult conversion tracking
  • Case portfolio & average fee analysis
  • Budget and expense tracking
  • Team billing rates & case assignments
Coming This Year
⚙️

FirmChief Operations

Your firm's COO

Finance surfaces the problem. Operations finds the cause. See where cases are stuck, who's at capacity, and where intake is leaking — before it costs you.

  • Case workflow & bottleneck tracking
  • Capacity and caseload management
  • Intake funnel diagnostics
  • Stage and SOP management
  • Attorney performance attribution
Expected later this year — join the waitlist below
Coming in 2027
👥

FirmChief People

Your firm's CHRO

Growing from solo to a real team is one of the highest-stakes transitions in a law firm. People brings structure to hiring, onboarding, and keeping the team you build.

  • Hiring pipeline management
  • Onboarding checklists & milestones
  • Roles, compensation, and goal-setting
  • Performance check-ins
  • Team visibility for the owner
Coming in 2027 — early interest list open below
The Reality

Most law firm owners are running their business on gut and anxiety.

You built a great practice. But the business side — the real numbers, the forward-looking picture, the question of whether you're actually on track — has always felt just out of reach. Not because you aren't smart enough. Because no tool was built for you.

😰

"How many cases do I actually need this month?"

You have a vague sense of your revenue goal. FirmChief Finance gives you the exact number — how many contracts, at your average case value, to hit your monthly target.

📉

You can't afford a fractional CFO. Yet.

A good fractional CFO runs $3–8k per month. FirmChief Finance gives you the financial picture a fractional CFO builds — without the retainer.

🧩

Clio is great. But it doesn't run the business.

Practice management software is built for doing legal work. FirmChief Finance is built for running the firm behind the work. Different job. Different tool.

🎯

You're a CEO now. Act like one.

You took on risk, hired people, and built something real. You deserve financial clarity without building a whole finance department to get it.

What's Inside FirmChief Finance

Built from the actual app.
Every feature is real and ready.

Here's what you get the day you log in — no upsells, no "coming soon" placeholders inside the product itself.

🎯

Monthly Target Income & NUT Calculator

Set your firm's monthly revenue need — owner salary, operating expenses, profit target, and reserve goal — and track where you stand against it in real time. Know your number and work backwards from it.

📋

Contracts Needed This Month

Divide your monthly target by your average case value and you get one clear number: how many new clients you need this month. FirmChief Finance does that math automatically and keeps it visible on your dashboard.

📞

Consult Conversion Tracking

Track consultations from booked to held to converted — with show rate and conversion rate benchmarks built in. See which attorney holds the best consults, and exactly where the intake funnel is leaking.

⚖️

Case Portfolio & Average Fee Analysis

See all active matters, fees, billing mode (flat, hourly, hybrid), stage progress, trust balances, and supervising attorney. Filter by matter type to see which cases are your highest-value work.

💼

Budget & Expense Tracking

Log your operating expenses by category — payroll, rent, software, marketing, insurance — and see the full cost structure of running your firm. Owner pay and reserve targets are built into the budget model.

👤

Team Management & Billing Rates

Manage team member profiles with individual billing rates, case assignments, and earnings tracking. Set competitive or private visibility modes depending on your firm's culture. Owner and team roles have separate views.

Time Tracking

Log time directly in the app with an in-browser timer or manual entry — by case, by team member, in six-minute increments. Designed for firms that bill hourly or hybrid alongside flat-fee work.

🏦

Trust Balance Tracking

See retainer and trust deposits by case and by team member. Track which cases are holding funds and whether earned amounts have swept from IOLTA — built into the case detail view.

Add-On · $500 One-Time

FirmChief Finance QuickLook Report

The QuickLook is a standalone financial snapshot report — not part of the app subscription. You upload exports from your existing tools and get a formatted, shareable financial analysis you can review yourself, share with a bookkeeper, or bring to an advisory session.

  • QuickBooks P&L analysis — revenue, expenses, margin, monthly breakdown
  • LawPay collections — total collected, monthly trends, upcoming scheduled payments
  • Clio / MyCase matter analysis — avg fee, portfolio value, trust deposits, by attorney
  • Consult conversion data — show rate, conversion rate, revenue from converted consults
  • Printable PDF report — shareable with your bookkeeper or advisor

The QuickLook is not a recurring charge — it's a one-time tool for firms that want a structured financial snapshot at a specific moment in time. Great as a starting point before an advisory engagement or at year-end review.

$500
One-time · Not included in app subscription

Order a QuickLook and receive access to the report generator along with a brief orientation call to make sure you get the most from your data.

Order a QuickLook
Who FirmChief Finance Is Built For

Built for law firm owners
running the whole business.

If you own a solo or small-firm law practice and you're the one responsible for the finances — even if that's not your favorite job — FirmChief Finance was built for you.

🧑‍⚖️

The True Solo Owner

You're it — the lawyer, the bookkeeper, and the business owner. FirmChief Finance gives you a clear picture of your firm's health in one place, without adding more to your plate than you can handle.

1 seat No associates Owner-only
⚖️

Owner with a Small Team

You have associates, paralegals, or support staff. You need financial visibility across the whole firm — by attorney, by matter type — to actually manage the business instead of just reacting to it.

2–5 staff Associates included Up to 5 seats
📋

Flat-Fee & Hybrid Billing Practices

FirmChief Finance is built around flat-fee and hybrid billing structures — the practices where your revenue is predictable, plannable, and tied to case volume rather than pure hours.

Immigration Estate Planning Criminal Defense Family Law Business Law
Pricing

One plan. Clear pricing.
No seat math surprises.

FirmChief Finance starts at one flat monthly price for the owner. Add team members at a simple per-seat rate as you grow — up to five seats total.

FirmChief Finance
Small Firm Plan
$99
per month
base · owner seat included

Full access to every FirmChief Finance feature. Start with just the owner seat, then add team members at $20/month each as your firm grows — up to five seats total.

How seats work: $99/mo includes your owner seat. Each additional seat (associates, paralegals, support staff) is +$20/month. A firm with 3 people total pays $99 + $20 + $20 = $139/mo. Maximum 5 seats.
  • Monthly target income & NUT calculator
  • Contracts-needed dashboard — how many cases to hit your target
  • Consult conversion tracking — booked, held, converted, show rate
  • Case portfolio — fees, billing mode, stage progress, trust balances
  • Budget & expense tracking with owner pay structure
  • Team management — billing rates, case assignments, earnings
  • Time tracking — in-app timer, 6-minute increments, by case
  • Owner and team member views (separate dashboards)
  • Priority onboarding call with Lindsay
Get Started Today →

No setup fees · No annual contract required · Cancel anytime · Onboarding included

Additional tiers arriving later this year alongside FirmChief Operations.

Solo tier (1 seat) — coming later this year Practice tier (up to 10 seats) — coming later this year
What's Coming

The full C-Suite is being built.

FirmChief Finance is live today. Operations and People are in active development. Here's the honest roadmap.

📊
Available Now

FirmChief Finance

Your firm's CFO — financial clarity from day one

Target income, contracts needed, consult conversion, case portfolio, budget tracking, team management, and time tracking. Works alongside QuickBooks, Clio, LawPay, and MyCase. $99/month base, up to 5 seats at $20/seat, built for solo and small-firm owners who need a clear financial picture without a finance department.

Monthly Targets Consult Conversion Case Portfolio Budget Tracking Time Tracking Team Management
⚙️
Coming Later This Year

FirmChief Operations

Your firm's COO — find out where the work is stuck

When the Finance numbers surface a problem, Operations tells you why. See where cases are bottlenecked, which stages are slowing completion, how intake converts at each step, and whether any one attorney is carrying too much. Available first to FirmChief Finance subscribers.

Case bottleneck view Capacity management Intake funnel depth Stage workflow tracking Attorney attribution
👥
Coming in 2027

FirmChief People

Your firm's CHRO — structure for building your team

Growing from solo to a team practice is one of the highest-stakes transitions a law firm owner makes. People brings structure to every part of that journey — hiring, onboarding, goal-setting, performance check-ins, and compensation tracking — so you can grow without chaos.

Hiring pipeline Onboarding milestones Performance tracking Compensation structure Team visibility

⚙️ Get early access to FirmChief Operations

Current Finance subscribers move to the front of the line. Drop your email to join the Operations waitlist and be first to know when it opens.

👥 Be first to hear about FirmChief People

Building your team now or planning to? People is designed for that moment. Get on the early interest list and help shape what it builds.

Catalyst Advisory · The Practice Behind FirmChief

Built by a law firm advisor who works specifically with women law firm owners.

FirmChief Finance is available to any solo or small-firm law firm owner. But the practice that built it — Catalyst Advisory — exists to support women lawyers and law firm owners specifically. The financial clarity FirmChief delivers is the foundation of every advisory engagement Lindsay runs. If you want more than software — a structured diagnostic, a real conversation about your firm's numbers, or ongoing strategic advisory — that's available too, starting with a $350 Firm Financial Quick Look.

Ready When You Are

Start with FirmChief Finance.
The rest is coming.

$99/month gives you the financial visibility your firm has always needed — and a foundation that grows into the full C-Suite as Operations and People arrive. No long contracts. Onboarding included. Start this week.

Owner seat + up to 4 additional seats at $20/mo each · No setup fees · Cancel anytime